Lion Street 2017 Annual Report - Page 10

11
KEY PERFORMANCE INDICATORS: WEALTH MANAGEMENT
Growth of Producing Advisors
Growth Gross Revenue
31%
51%
100%
22%
90%
29%
500+%
2013
2014
2015
2016
2017
2013
2014
117%
2015
2016
2017
Lion Street Financial named 2017 Broker-Dealer of the Year by
Investment Advisor magazine
ThinkAdvisor.com | SEPTEMBER 2017
2016
BROKER-DEALER
OF THE YEAR
DIVISION I
LION STREET FINANCIAL
The 2017 Broker-Dealers
of the Year rely on strong corporate
cultures, flexibility and business
acumen to build mutual success
""with their advisors
Left to right: Lon Dolber, Ryan Diachok,
Amy Webber, John Burmeister
Annuity Focus
Annuities are an important product for client retirement and transfer planning. In 2017, Lion Street placed greater
emphasis on employing resources to better position owners to serve their clients with myriad fixed and variable
annuities. The results were rewarding with YOY growth in fixed and variable yielding a 287% increase, a strong metric
that demonstrates Owners are using this product line, yet we feel this is only the beginning. In 2018, we will engage
even more resources from carriers and others to drive this line of business.
2017 ANNUAL REPORT

Lion Street 2017 Annual Report - Page 10

11
KEY PERFORMANCE INDICATORS: WEALTH MANAGEMENT
Growth of Producing Advisors
Growth Gross Revenue
31%
51%
100%
22%
90%
29%
500+%
2013
2014
2015
2016
2017
2013
2014
117%
2015
2016
2017
Lion Street Financial named 2017 Broker-Dealer of the Year by
Investment Advisor magazine
ThinkAdvisor.com | SEPTEMBER 2017
2016
BROKER-DEALER
OF THE YEAR
DIVISION I
LION STREET FINANCIAL
The 2017 Broker-Dealers
of the Year rely on strong corporate
cultures, flexibility and business
acumen to build mutual success
""with their advisors
Left to right: Lon Dolber, Ryan Diachok,
Amy Webber, John Burmeister
Annuity Focus
Annuities are an important product for client retirement and transfer planning. In 2017, Lion Street placed greater
emphasis on employing resources to better position owners to serve their clients with myriad fixed and variable
annuities. The results were rewarding with YOY growth in fixed and variable yielding a 287% increase, a strong metric
that demonstrates Owners are using this product line, yet we feel this is only the beginning. In 2018, we will engage
even more resources from carriers and others to drive this line of business.
2017 ANNUAL REPORT